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Creekmur Asset Management’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Creekmur Asset Management’s Portfolio USIG Stock Details USIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$169K Sell
3,230
-1,184
-27% -$61.1K 0.03% 218
2025
Q2 		$227K Buy
4,414
+2,794
+172% +$141K 0.04% 215
2025
Q1 		$82.8K Buy
+1,620
New +$82.1K 0.02% 257

Other funds holding USIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Creekmur Asset Management's USIG Position: Q3 2025 in Review

Creekmur Asset Management reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 27% in Q3 2025, selling an estimated $61.1K and leaving 3,230 shares worth $169K. The position accounts for 0.03% of the portfolio, ranked #218.

Creekmur Asset Management first reported a position in USIG in Q1 2025 and has held it in 3 quarters since. The position peaked at $227K in Q2 2025. 420 funds tracked by Wall St. Rank hold USIG as of Q3 2025.

  • Creekmur Asset Management held 3,230 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $169K as of Q3 2025.
  • Creekmur Asset Management sold 1,184 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2025, an estimated $61.1K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.03% of Creekmur Asset Management's portfolio in Q3 2025, its #218 holding.
  • Creekmur Asset Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2025 and has held it in 3 quarters since.
  • Creekmur Asset Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $227K in Q2 2025.
  • 420 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.